Max Severijns

Max Severijns

XI Jinping’s power grab keeps tensions alive
News
October 26, 2022

Xi Jinping’s power grab brings an adjustment to risk

Chinese stocks are in a sell-off following Xi Jinping’s power grab. “Tighter state control of the…
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Synchronised housing market downturn triggers nerve pains 
News
October 13, 2022

Synchronised housing market downturn triggers nerve pains

As real estate markets worldwide move in tandem by showing clear signs of a downturn, two major…
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Federal Reserve
Asset Allocation
October 12, 2022

‘If interest rates peak in six months, now is time to act’

Many investors are on the fence about re-entering the badly battered bond market when the bottom may…
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October 6, 2022

Conditions point to high risk of ‘financial accidents’

US stocks appear to have entered the ‘final stages’ of a bear market. But the final low for the S&P…
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Analysis: no end in sight to euro weakness
Investing
September 30, 2022

Analysis: no end in sight to euro weakness

Panic appears to rule the world’s most liquid financial market, the foreign exchange market. The…
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Ewout van Schaick, head of multi assets at NN Investment Partners. Photo: NNIP.
Asset Managers
September 27, 2022

NN IP: ‘Capital markets are in complete disarray’

“Capital markets are in complete disarray and we are detecting structural changes,” said Ewout van…
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‘Make no mistake: the next six months won’t be pretty’
Asset Allocation
September 8, 2022

‘Make no mistake: the next six months won’t be pretty’

The era of negative interest rates on government bonds is over, but the moment when government bonds…
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China stock exchange
Investing
August 22, 2022

China offers opportunities; manageable risks

Last quarter, the Shanghai A-share Index did 11 per cent better than the S&P 500 and 15 per cent…
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Wall street
News
August 18, 2022

A bear market rally causes 'directionless volatility’

With stock market indicators showing rapid growth, what is happening? Is the bear market ending or…
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Rainy Berlin
Investing
August 15, 2022

German economy languishes, equities still attractive

The largest economy in the eurozone is weakening. The German Dax index has been hit unprecedentedly…
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Frankfurt stock exchange
Asset Managers
August 10, 2022

Europe is much less attractive than the US

Europe’s energy supply is under severe pressure, and the 8.9% inflation rate in the eurozone seems…
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Stock exchange: Photo by Ahmad Nawawi, CC via Flickr.
News
July 22, 2022

Markets see ‘considerable risks’ in ECB's new TPI tool

Financial markets expect a further increase of 140 basis points in European Central Bank interest…
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ECB President Christine Lagarde and Italy's Prime Minister Mario Draghi, pictured at a 2015 IMF meeting. Photo: IMF.
News
July 18, 2022

Crisis in Italy brings back fears of eurozone crisis

The eurozone looks increasingly weak. The euro slipped to parity with the dollar last week and a…
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ASML Cleanroom EUV in Veldhoven, the Netherlands. Photo: ASML.
Asset Allocation
July 8, 2022

'The real risks are not yet incorporated in tech stocks'

This year is a tough one for tech stocks. Even companies like Dutch-based ASML, Europe’s leading…
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